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Is Leidos Holdings (LDOS) Cheap Following Its Earnings Beat And Higher Guidance?
Simply Wall St.59d agobullish
Is Leidos Holdings (LDOS) Cheap Following Its Earnings Beat And Higher Guidance?

Leidos Holdings (LDOS) reported second quarter 2026 results and updated its outlook, giving investors fresh data on revenue, earnings and guidance after a run of new contract wins and capital returns. See our latest analysis for Leidos Holdings. The recent earnings beat, higher full year guidance and a series of defense and AI related contract wins have helped Leidos Holdings shares post a 9.1% 30 day share price return. However, year to date the share price is down 35.3% and the 1 year total...

Centene Corp. (CNC) Surged on Earnings Beat and Improved Outlook
Insider Monkey59d agobullish
Centene Corp. (CNC) Surged on Earnings Beat and Improved Outlook

Hotchkis & Wiley, an investment management company, released its second-quarter 2026 investor letter for the “Hotchkis & Wiley Mid-Cap Value Fund.” A copy of the letter can be downloaded here. Equity markets posted strong returns in the second quarter of 2026, with the Russell Midcap Index rising 13.8% and the Russell Midcap Value Index returning 13.4%, […]

Spotify expands AI remix and covers project with Merlin partnership
TechCrunch59d agobullish
Spotify expands AI remix and covers project with Merlin partnership

Spotify says Merlin, which represents more than 30,000 independent labels and distributors, has joined Universal Music Group in backing its upcoming AI-powered remix and covers product. The paid tool will let fans create AI-generated covers and remixes of participating artists’ music while ensuring artists opt in, receive credit, and are compensated.

Caterpillar stock surges on data center boom: How the AI trade is expanding
Yahoo Finance Video59d agobullishVIDEO
Caterpillar stock surges on data center boom: How the AI trade is expanding

Caterpillar's (CAT) second quarter earnings results beat Wall Street's expectations. Morning Brief host Julie Hyman chats with Business Insider executive editor Dan DeFrancesco and Yahoo Finance Breaking Business News Reporter Jake Conley about the results and the expansive AI industry.

How ON’s Strong Q2 Results, AI Momentum and Buybacks Will Impact ON Semiconductor (ON) Investors
Simply Wall St.59d agobullish
How ON’s Strong Q2 Results, AI Momentum and Buybacks Will Impact ON Semiconductor (ON) Investors

ON Semiconductor Corporation recently reported second-quarter 2026 results, with sales rising to US$1,603.5 million and diluted EPS from continuing operations increasing to US$0.56, and issued third-quarter guidance calling for US$1,650 million to US$1,750 million in revenue and diluted EPS of US$0.79 to US$0.91. The company coupled these results with record free cash flow margins, AI data center–driven growth, and completion of a US$677.63 million share repurchase program covering 2.24% of...

Wayfair Shares Jump on Higher Demand in U.S. Furniture Business
The Wall Street Journal59d agobullish
Wayfair Shares Jump on Higher Demand in U.S. Furniture Business

27% Shares of Wayfair soared that much Tuesday morning as its U.S. furniture business showed signs of recovery after a long period of sluggishness following the Covid-19 pandemic. Wayfair said sequential sales growth in its latest period made this the best second quarter since 2020.